- What does IHORX invest in?
- This fund aims for significant capital appreciation over an extended period. It typically allocates at least 65% of its total assets to stocks of non-U.S. companies, encompassing those denominated in foreign currencies. Investments in firms situated in developing markets are permitted, capped at the higher of either 25% of its net assets or the current proportion of emerging markets within the MSCI All Country World (ACWI) ex USA Index augmented by 10%.
- What is the expense ratio of IHORX?
- The Hartford International Opportunities Fund Class R3 (IHORX) charges an expense ratio of 1.41%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is IHORX?
- The Hartford International Opportunities Fund Class R3 (IHORX) manages $4.19B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is IHORX actively managed or an index fund?
- IHORX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (IHORX's is 1.41%) because there's no security selection cost.
- When was IHORX launched?
- The Hartford International Opportunities Fund Class R3 (IHORX) launched in December 2006 and is managed by the fund issuer.
- How has IHORX performed?
- IHORX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
